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Malibu Boats

158 hedge funds and large institutions have $846M invested in Malibu Boats in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $687M → $846M (+$159M)

17% more funds holding

Funds holding: 135158 (+23)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.64% less ownership

Funds ownership: 100.95%98.3% (-2.6%)

15% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 53

67% less call options, than puts

Call options by funds: $587K | Put options by funds: $1.78M

Holders
158
Holders Change
+23
Holders Change %
+17.04%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
45
Reduced
53
Closed
15
Calls
$587K
Puts
$1.78M
Net Calls
-$1.2M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CCI
26
Columbus Circle Investors
$9.14M -$85.4K -2,142 -1%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$8.28M +$303K +7,604 +4%
TA
28
Teachers Advisors
New York
$8.21M -$3.73M -93,620 -32%
Goldman Sachs
29
Goldman Sachs
New York
$7.75M +$3.81M +95,421 +107%
BA
30
Boston Advisors
Massachusetts
$7.04M -$1.61M -40,359 -19%
TAM
31
THB Asset Management
Connecticut
$6.57M +$88.1K +2,209 +1%
UBS Group
32
UBS Group
Switzerland
$6.48M -$369K -9,239 -6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.46M +$493K +12,369 +9%
Ameriprise
34
Ameriprise
Minnesota
$6.02M -$923K -23,127 -14%
Charles Schwab
35
Charles Schwab
California
$5.24M +$1.08M +27,073 +28%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$5.07M +$1.03M +25,884 +27%
PI
37
Putnam Investments
Massachusetts
$4.79M
Two Sigma Investments
38
Two Sigma Investments
New York
$4.5M +$4.28M +107,375 New
OAM
39
Oberweis Asset Management
Illinois
$4.41M +$2.21M +55,500 +112%
CEP
40
Chicago Equity Partners
Illinois
$4.4M -$859K -21,525 -17%
EI
41
EAM Investors
California
$4.2M +$3.06M +76,634 +326%
Allianz Asset Management
42
Allianz Asset Management
Germany
$4.11M +$3.91M +97,925 New
NC
43
NBW Capital
Massachusetts
$4.09M +$678 +17 +0%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$4.01M +$758K +19,000 +25%
Deutsche Bank
45
Deutsche Bank
Germany
$3.98M +$121K +3,036 +3%
Invesco
46
Invesco
Georgia
$3.97M +$3.43M +86,048 +1,012%
GCP
47
GSA Capital Partners
United Kingdom
$3.88M -$799K -20,037 -18%
Morgan Stanley
48
Morgan Stanley
New York
$3.81M -$546K -13,684 -13%
N
49
Nuveen
North Carolina
$3.42M -$1.18M -29,514 -27%
AG
50
Algert Global
California
$3.35M +$3.19M +79,867 New

MBUU Hedge Fund Activity: Q2 2018 in Review

158 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Malibu Boats (MBUU) for Q2 2018, worth a combined $846M — up 23% from $687M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MBUU positions and 15 closed out — a net gain of 25 holders — while 45 added to existing stakes and 53 trimmed.

The largest buyer was Ranger Investment Management, adding an estimated $11.8M. The largest seller was Royal Bank of Canada, cutting an estimated $19.2M.

  • 158 institutional investors held Malibu Boats (MBUU) as of Q2 2018, up from 135 in Q1 2018.
  • Funds reported $846M of Malibu Boats stock for Q2 2018, up 23% quarter-over-quarter.
  • 40 funds opened new Malibu Boats positions in Q2 2018 and 15 closed out, a net change of +25 holders.
  • The largest Malibu Boats buyer in Q2 2018 was Ranger Investment Management, an estimated $11.8M added.
  • The largest Malibu Boats seller in Q2 2018 was Royal Bank of Canada, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2018.